Means: Direct Mail
For: OppenheimerFunds IRA
The Back Story: The topic of inheritance is a delicate one. How could I encourage people to leave a bright future for their loved ones without touching on the grim circumstances that trigger an inheritance?
The Success Story: Keep it positive. The simple phrase, "Pass It On," was the perfect tag for this legacy planning postcard. The endearing image of father and son brought the whole concept together.
